How to Bulk Select Invoices for Payment

Description: The Bulk Select Invoices feature allows you to efficiently process payments for multiple creditor invoices across many supplier accounts at once. This tool helps you build a broad selection of invoices, refine the list, and create a final payment batch for remittance.

Step‑by‑step instructions

1. Build Your Initial Selection

1. Navigate to Creditors › Payment Processing › Bulk Select Invoices.

2. Complete the Bulk Selection Criteria fields:

   1. Payment Run: Select the payment run you want to pay from.

   2. Dropdown Options:

   • Add to Selection: Add invoices matching your criteria.
   • Remove from Selection: Remove invoices matching your criteria.

   • Replace Current Selection: Replace all currently selected invoices with new ones. 

     3. Due Date: Enter the invoice due date.

     4. Period: Enter the period to limit invoices up to and including that period.

     5. From Supplier Code / To Supplier Code:

     • Enter supplier codes to limit the selection.

     • Leave blank to include multiple suppliers.

       

3. Click View Selection to Add, Remove, or Replace invoices based on your dropdown choice.
4. Click Select Invoices to move to the next screen without altering the current selection.

Note: Invoices must be approved and posted before they can be selected for payment.

2. Select Invoices to Pay

1. Review the invoices displayed in the View/Edit Selection app.

   

2. Tick the checkboxes beside the invoices you want to pay.
3. Use the available filters to refine the list:

• Period: Select a different invoice period.
• Job No: Filter by job number.
• Include items not in payment run: Show all outstanding invoices.
• Due Date: Select a different due date.
• Supplier Code: Filter by supplier.
• Account Type: Filter by supplier type (e.g., Major Supplier, Local Supplier).

4. Use the following tools to manage the list:

• Filter Results: Apply selected filters.
• Tick All: Select all invoices.
• Untick All: Deselect all invoices.
• Back to Bulk Select: Return to the criteria screen.
• Pay Selection: Proceed to payment for the selected invoices.

3. Create the Final Payment

1. Review and confirm the following details:
   • Payment Run
   • Date
   • Period
2. Enter payment references:
   • Batch Number: System‑generated ID.
   • Ref1: Mandatory payment reference.
   • Ref2: Optional secondary reference.
3. Click Pay to process the selected invoices.
4. Confirm the payment when prompted.
5. After confirmation, you will be automatically directed to the Remittance app.

FAQ

• Can I pay invoices for multiple suppliers at once? Yes, leave the supplier code fields blank to include all suppliers.
• Does the Pay button transfer money to the bank? No, it only updates Profitz records. Actual payments must be made externally.
• Can I refine my selection after adding invoices? Yes, use filters or the dropdown options (Add, Remove, Replace).